HI

Hudock Inc Portfolio holdings

AUM $658M
1-Year Est. Return 13.24%
This Quarter Est. Return
1 Year Est. Return
+13.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
726
New
Increased
Reduced
Closed

Top Buys

1
+$8.24M
2
+$7.94M
3
+$1.07M
4
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$827K
5
PWOD
Penns Woods Bancorp
PWOD
+$813K

Top Sells

1
+$15M
2
+$920K
3
+$619K
4
CME icon
CME Group
CME
+$551K
5
HON icon
Honeywell
HON
+$427K

Sector Composition

1 Financials 5.41%
2 Industrials 4.42%
3 Healthcare 4.03%
4 Technology 3.64%
5 Energy 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$220K 0.1%
4,659
+583
102
$211K 0.09%
3,102
103
$210K 0.09%
2,017
+8
104
$208K 0.09%
3,528
+3,068
105
$205K 0.09%
3,837
+17
106
$202K 0.09%
1,175
107
$201K 0.09%
6,328
+3,227
108
$196K 0.09%
1,338
-2,913
109
$189K 0.08%
11,082
+9,618
110
$187K 0.08%
2,316
+8
111
$187K 0.08%
1,553
+1
112
$187K 0.08%
5,694
113
$183K 0.08%
2,634
-750
114
$183K 0.08%
2,277
+26
115
$182K 0.08%
6,853
116
$182K 0.08%
7,860
117
$180K 0.08%
14,452
-439
118
$180K 0.08%
7,565
+6,637
119
$178K 0.08%
1,069
+5
120
$175K 0.08%
2,031
+10
121
$173K 0.08%
4,204
+31
122
$168K 0.07%
1,730
+309
123
$164K 0.07%
2,055
-546
124
$156K 0.07%
6,965
125
$153K 0.07%
3,200
3 4
5
6 7